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Feeding "Bill & Income" schedule into Budget?

AaronD

My recurring expenses and income are loaded into the Bill & Income reminder, with categories, etc. Is there an automated way to feed that forward looking cash flow into a Quicken budget? I'm doing them separately, but it is tedious to setup in two places and again in two places if adjustments are made. If not possible, is there a report I could run to compare scheduled transactions vs the forward looking budget?

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Accepted answers

Scooterlam

If you select Budget Actions>View Options>Include Reminders "checked", Quicken will include that reminder's amount as "actual cost" in your budget for all future dates of the reminder.

Image: https://us.v-cdn.net/6031128/uploads/editor/g2/hynpxt3qd7m2.png

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Scooterlam

If you select Budget Actions>View Options>Include Reminders "checked", Quicken will include that reminder's amount as "actual cost" in your budget for all future dates of the reminder.

shalafarky

@Scooterlam any idea how to make this happen in Mac?

> @Scooterlam said:
> If you select Budget Actions>View Options>Include Reminders "checked", Quicken will include that reminder's amount as "actual cost" in your budget for all future dates of the reminder.
>
> (Image)

Quicken_Tyka

Hello @shalafarky

Thank you for taking the time to visit the Community to ask your question.

At this time the Mac version does not offer the ability to include scheduled transactions/reminders.

If you haven't done so already, please take a moment to add your vote to the ongoing Idea available here.

Thank you,

-Quicken Tyka